Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index Premium Class in their Schedule of Assets, totaling $47.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR SYNCHRONYHR RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 3,313 | $95.5M | $27.7M |
| 2 | COSTAFF SERVICES, LLC COSTAFF 401(K) PLAN | ROYAL OAK MI | 1,768 | $65.6M | $9.2M |
| 3 | ATLANTIC POWER SERVICES, LLC ATLANTIC POWER SERVICES 401(K) AND PROFIT SHARING PLAN |
DEDHAM MA |
| 85 |
| $31.8M |
| $5.8M |
| 4 | SAJAHTERA, INC. DBA THE BEVERLY HILLS HOTEL DORCHESTER COLLECTION 401(K) PLAN | BEVERLY HILLS CA | 817 | $80.6M | $5.0M |